Purchases and Sales Made in Q1 2023 in Caterpillar Inc (CAT)
This table provides information about the institutional ownership of Caterpillar Inc (CAT) during Q1 2023. The information is specifically focused on institutions that hold shares of CATERPILLAR INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 27, 2023
Q1 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
70+ 7.84% |
$15.1K - $18.5K
|
963
$393K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
69+ 3.97% |
$14.8K - $18.3K
|
1.81K
$736K
|
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
68+ 2.2% |
$14.6K - $18K
|
3.15K
$1.28M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
68+ 0.23% |
$14.6K - $18K
|
29.7K
$12.1M
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
67+ 6.79% |
$14.4K - $17.7K
|
1.05K
$430K
|
|
|
May 12, 2023
Q1 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
66+ 0.17% |
$14.2K - $17.5K
|
38K
$15.5M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
65+ 65.0% |
$14K - $17.2K
|
165
$67.3K
|
|
|
May 11, 2023
Q1 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
65+ 26.53% |
$14K - $17.2K
|
310
$126K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
64+ 0.56% |
$13.8K - $16.9K
|
11.5K
$4.71M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
64+ 2.85% |
$13.8K - $16.9K
|
2.31K
$940K
|
|
|
Apr 20, 2023
Q1 2023
|
44 Wealth Management LLC
|
BUY
|
- |
64+ 1.9% |
$13.8K - $16.9K
|
3.43K
$1.4M
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
64+ 5.79% |
$13.8K - $16.9K
|
1.17K
$477K
|
|
|
May 15, 2023
Q1 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
61New |
$13.1K - $16.1K
|
61
$24.9K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
60+ 1.77% |
$12.9K - $15.9K
|
3.46K
$1.41M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
60+ 0.71% |
$12.9K - $15.9K
|
8.55K
$3.48M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
BUY
|
- |
60+ 5.46% |
$12.9K - $15.9K
|
1.16K
$472K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
60+ 4.21% |
$12.9K - $15.9K
|
1.49K
$605K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
60+ 19.05% |
$12.9K - $15.9K
|
375
$153K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
59+ 0.66% |
$12.7K - $15.6K
|
8.98K
$3.66M
|
|
|
Apr 22, 2024
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
59+ 25.88% |
$12.7K - $15.6K
|
287
$117K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
58+ 4.67% |
$12.5K - $15.3K
|
1.3K
$530K
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
58+ 12.89% |
$12.5K - $15.3K
|
508
$207K
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
57+ 2.03% |
$12.3K - $15.1K
|
2.87K
$1.17M
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
57New |
$12.3K - $15.1K
|
57
$23.2K
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
57+ 4.01% |
$12.3K - $15.1K
|
1.48K
$602K
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
56+ 4.93% |
$12K - $14.8K
|
1.19K
$485K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
56+ 5.29% |
$12K - $14.8K
|
1.12K
$455K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
55+ 1.22% |
$11.8K - $14.5K
|
4.57K
$1.86M
|
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
55+ 0.37% |
$11.8K - $14.5K
|
14.9K
$6.07M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
54+ 1.42% |
$11.6K - $14.3K
|
3.85K
$1.57M
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
54+ 2.0% |
$11.6K - $14.3K
|
2.75K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
54+ 0.6% |
$11.6K - $14.3K
|
9.02K
$3.68M
|
|
|
Apr 20, 2023
Q1 2023
|
Cortland Associates Inc
|
BUY
|
- |
53+ 3.82% |
$11.4K - $14K
|
1.44K
$587K
|
|
|
May 09, 2023
Q1 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
53+ 4.73% |
$11.4K - $14K
|
1.17K
$478K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
52+ 1.78% |
$11.2K - $13.8K
|
2.98K
$1.22M
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
52+ 1.31% |
$11.2K - $13.8K
|
4.02K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
52+ 3.26% |
$11.2K - $13.8K
|
1.65K
$671K
|
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
51+ 4.07% |
$11K - $13.5K
|
1.3K
$532K
|
|
|
May 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
51+ 3.97% |
$11K - $13.5K
|
1.34K
$545K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
51+ 0.62% |
$11K - $13.5K
|
8.22K
$3.35M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
50+ 5.7% |
$10.8K - $13.2K
|
927
$378K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
50+ 0.43% |
$10.8K - $13.2K
|
11.6K
$4.74M
|
|
|
May 15, 2023
Q1 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
50+ 3.6% |
$10.8K - $13.2K
|
1.44K
$587K
|
|
|
Apr 10, 2023
Q1 2023
|
First Premier Bank
|
BUY
|
- |
48+ 4.99% |
$10.3K - $12.7K
|
1.01K
$411K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
48+ 3.71% |
$10.3K - $12.7K
|
1.34K
$547K
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
48+ 3.66% |
$10.3K - $12.7K
|
1.36K
$554K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
48+ 0.29% |
$10.3K - $12.7K
|
16.4K
$6.67M
|
|
|
Apr 13, 2023
Q1 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
47+ 2.33% |
$10.1K - $12.4K
|
2.06K
$841K
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
BUY
|
- |
47+ 1.94% |
$10.1K - $12.4K
|
2.47K
$1.01M
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
46+ 30.87% |
$9.89K - $12.2K
|
195
$79.5K
|